A complete list of active advisors currently associated with Lajala & Associates

Warmer can help you find a great advisor at Lajala & Associates or one who fits your needs even better.

Lajala & Associates provides discretionary portfolio management and limited-scope hourly financial planning to a small client base that includes individuals, pension and profit-sharing plans, trusts, and estates. Client accounts are implemented primarily with no-load mutual funds and exchange-traded funds held at discount custodians. The firm’s investment approach uses strategic asset allocation with a core-and-satellite structure—passive index and ETF core holdings supplemented by actively managed fund satellites—and portfolios are globally diversified to manage market risk. The adviser uses fundamental analysis and third-party research (including Morningstar), has authority to exchange funds as market conditions warrant, and delivers monthly performance reports with market commentary. The firm’s principal is a Certified Public Accountant who also engages in public accountancy and income tax preparation, creating an integrated tax and investment advisory service that is relatively uncommon among independent advisors. The practice has operated for decades and manages approximately $10.26 million across a very small number of client relationships, indicating a concentrated client service model.

To learn more about the advisors currently working at Lajala & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.